Navigation and Toolbar

The Enable Editing function allows increased editing functionality within the accounts. 1. Expand the View tab 2. Select Enable Editing 3. You will then be prompted for a password. 4. In Working Papers 2022 you will need to click on the Lock... Read More

You can take a compressed backup of your Caseware file and save it in your chosen location. 1. Select File and Back Up from the Caseware toolbar.     2. Use the Browse button to select an appropriate location to save the back up file and tick the... Read More

1. Open the Properties of the lead schedule. This can be done either in the opened Lead Schedule, or on it in the Document Manager.   2. In the Context drop down, select the Entity Level you wish to report at. Please note, the lead... Read More

1. In some cases, you might find you are having trouble when trying to sign back in your file.   If you cannot find the central copy of the file, or the Sign In icon underneath the Engagement tab is greyed out. Caseware has a process where you... Read More

To load a closed/missing AccountsAdvanced or AuditAdvanced Digital Dashboard, navigate to Working Papers and use the Home button (located underneath the toolbar).   AuditAdvanced (Mercia) Digital Dashboard   AuditAdvanced (HAT) Digital Dashboard:... Read More

You have the option to switch the Navigation toolbar on and off in Working Papers. If the toolbar is missing, follow the steps below to restore it: 1. Open the View tab and expand the Show option: 2. Select Navigation from the list and toolbar... Read More

The Issues pane usually displays 15 tabs from which new issues can be added from. If there are missing tabs on this pane, these can be copied from the Company AccountsAdvanced template into the set of accounts.   Note: It is recommended that a... Read More

Working Papers engagement properties can be synchronised with entity properties in Caseware Cloud. If you modify engagement properties the changes will be reflected in the corresponding Cloud entity's properties when you log into Cloud. Upon... Read More

If Issues created by another user cannot be edited as they are greyed out the option to modify issues created by other users will need to be selected.  1. On the top Toolbar select tools and then Options.    2. Within Options select Advanced.  ... Read More

1. To raise an issue, right-click (either within a CaseView document or on the name of the document within the Document Manager screen) and select Add New Issue.   2. In the Issue window, enter the Subject of the review point (typically the... Read More